Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech
Rene Haas
And that's being done without a government intervention. So on the AI theme, I don't think it's necessary, personally. On the area of fabs, going back to the question that you started me on with on Intel, spending $30 to $40 billion a year in CapEx for these leading-edge nodes, that is a hard... pill to swallow for any company.
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